The Daily Upside

Advisor Upside

Financial advisor news, market insights, and practice management essentials.

Do Employees Even Want Alts in 401(k)s?

Photo by Louis Velazquez via Unsplash

2 min read
Family Matters: Having Everyone at the Table Makes Clients Confident

Photo by Ahmet Kurt via Unsplash

2 min read
How Advisors Can Help Clients Weather Natural Disasters

Photo by Library of Congress via Unsplash

2 min read

Banking

Goldman Leads Bidding for $37 Billion Palmer Square, a CLO Powerhouse

Photo via Bianca Otero/ZUMAPRESS/Newscom

CLOs allow investors to potentially get higher-than-average returns in exchange for taking on greater default risk.

2 min read

ETF Upside

Sports Betting Looks for a Parlay Into Funds

Photo by Getty Images via Unsplash

Rex Shares, Volatility Shares, LeagueShares and others have filed for suites of ETFs tied to performances of baseball and hockey teams.

2 min read

Photo via Damon Butler

Investing Strategies

Finding Opportunity in a Shifting Investment Landscape

6 min watch
Photo via Damon Butler

Financial Planning

The Next Chapter of Active Investing

5 min watch
Photo via Nissan

Autos

Nissan Revs Up Gas/Electric with New Type of Hybrid

Hybrids made up 19% of US auto sales last month, JD Power found, selling twice as fast as gas-powered cars in the second quarter.

1 min read
Photo via Brad Weaver

Media & Entertainment

Superman, Harry Potter and a Pile of Debt: What Paramount Won in WBD Settlement

The conglomerate’s $80 billion debt load will be equal to roughly 6.5 times EBITDA, according to most estimates.

2 min read
Photo via Meta

Artificial Intelligence

Meta’s Muse Inspires Double-Digit Rally for CPU Stocks

Shares of Meta, meanwhile, also 11% on Monday while its Muse AI was the top downloaded mobile app in the US.

2 min read
Photo via Damon Butler

ETFs

The New Playbook for Income and Downside Protection

5 min watch

ETF Upside

SEC Gives a Nod to Nocturnal Traders

Photo by Dmitrii Zhodzishskii via Unsplash

The commission moved to allow 24/7 trading of stocks on the blockchain. Tokenization may be increasingly important, executives said at last week’s Future Proof conference.

2 min read

ETF Upside

All Things ETFs: Simplified and Actionable

Photo by Jametlene Reskp via Unsplash

Why Are There So Many New Single-Stock ETFs?
Photo by Randy Laybourne via Unsplash

Would You Let a Robot Make Your Investment Decisions?
BlackRock, Vanguard, Fidelity Keep Gobbling Up Market Share
Photo via Planet Volumes

Rob Arnott’s Firm Has an Out-of-This-World New Name

International Economics

AI Risks, Trade War Loom Over Trump-Xi Summit

Photo via Chinese Foreign Ministry

The White House is reportedly considering holding artificial intelligence-focused sideline meetings during the summit.

2 min read

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Sharp news & analysis on finance, economics, and investing.